European Shorting
Number of Stocks: 43
Number of New Stocks: 7
Total Value: $7,955 Mil
Q/Q Turnover: 19%
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Premium Members Only)Ticker | Company | Date
|
Action |
Impact
|
Price Range (Average)*
|
Current Price | Change from Average |
Comment | Current Shares | |
|---|---|---|---|---|---|---|---|---|---|---|
| ESRX | Express Scripts Inc. | 2009-09-30 | Add | 2% | $32.36 - $39.65 ($35.5) | $ 62.94 | 77% | Add 147.37% | 1,915,000 |  |
| CCI | Crown Castle Interna... | 2009-09-30 | Add | 1.87% | $23.12 - $31.88 ($27.71) | $ 71.33 | 157% | Add 61.25% | 6,933,750 | |
| RRC | Range Resources Corp... | 2009-09-30 | Add | 1.74% | $36.42 - $52.37 ($46.71) | $ 79.46 | 70% | Add 174.72% | 2,445,000 | |
| MON | Monsanto Company | 2009-09-30 | Add | 1.55% | $71.34 - $86.22 ($80.22) | $ 105.63 | 32% | Add 97.25% | 1,795,000 | |
| SLV | iShares Silver Trust | 2009-09-30 | Add | 1.45% | $12.5 - $16.95 ($14.4) | $ 20.88 | 45% | Add 95.92% | 7,974,000 | |
| AMZN | Amazon.com Inc. | 2009-09-30 | Add | 1.29% | $75.63 - $93.87 ($84.71) | $ 281.76 | 233% | Add 31.69% | 2,535,000 | |
| EQIX | Equinix Inc. | 2009-09-30 | Buy | 1.1% | $67.19 - $93.8 ($81.61) | $ 191 | 134% | New holding, 530000 sh. | 530,000 | |
| PMT | Pennymac Mortgage Tr... | 2009-09-30 | Buy | 0.71% | $18.8 - $19.95 ($19.42) | $ 21.71 | 12% | New holding, 1584000 sh. | 1,584,000 | |
| PFE | Pfizer Inc | 2009-09-30 | Add | 0.56% | $14.2 - $16.86 ($15.95) | $ 29.4 | 84% | Add 10.94% | 15,155,000 | |
| PALM | Palm Inc. | 2009-09-30 | Add | 0.4% | $12.63 - $17.39 ($14.62) | $ 5.69 | -61% | Add 74.1% | 2,377,775 | |
| BLK | BlackRock Inc. | 2009-09-30 | Add | 0.39% | $161.39 - $214.12 ($193.66) | $ 276.49 | 43% | Add 10.39% | 850,000 | |
| ACAS | AMERICAN CAPITAL, LT... | 2009-09-30 | Add | 0.01% | $2.13 - $3.61 ($2.91) | $ 13.21 | 354% | Add 27.48% | 686,279 | |
| VALE | Companhia Vale Do Ri... | 2009-09-30 | Sold Out | -3.71% | $15.88 - $23.28 ($19.87) | $ 14.31 | -28% | Sold Out | 0 | |
| NOV | National Oilwell Var... | 2009-09-30 | Sold Out | -3.69% | $29.55 - $44.21 ($37.01) | $ 71.49 | 93% | Sold Out | 0 | |
| STT | State Street Corp. | 2009-09-30 | Sold Out | -1.86% | $43.66 - $54.45 ($50.63) | $ 67.32 | 33% | Sold Out | 0 | |
| AAPL | Apple Inc. | 2009-09-30 | Reduce | -1.82% | $135.4 - $186.15 ($164.23) | $ 431.77 | 163% | Reduce -31.19% | 1,390,000 | |
| SCHW | Charles Schwab Corp. | 2009-09-30 | Sold Out | -1.16% | $16.47 - $19.45 ($17.82) | $ 20.54 | 15% | Sold Out | 0 | |
| PRE | PartnerRe Ltd. | 2009-09-30 | Sold Out | -1.12% | $61.35 - $77.8 ($70.01) | $ 91.82 | 31% | Sold Out | 0 | |
| AEM | AgnicoEagle Mines Lt... | 2009-09-30 | Sold Out | -0.99% | $49.11 - $71.27 ($59.17) | $ 29.49 | -50% | Sold Out | 0 | |
| VMW | VMWARE INC. | 2009-09-30 | Sold Out | -0.94% | $26.12 - $41.09 ($33.43) | $ 70.26 | 110% | Sold Out | 0 | |
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John Griffin's Profile:John Griffin is the president of Blue Ridge Capital, an investment partnership that he founded in 1996. Mr. Griffin was known as legendary investor Julian Robertson's right hand man. He and a few others are named as Tiger Cubs as they worked with Julian Robertson at Tiger Funds. Mr. Griffin is adjunct professor of finance at Columbia Business School and a visiting professor at the University of Virginia. He began his career as a financial analyst for Morgan Stanley Merchant Banking Group before moving on to Tiger Management, where he became president in 1993. |
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